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Ameritas · 4 months ago

Legal Intern - Financial Planning

Lincoln, NE, 68510-2234, United States

Internship

Hybrid

Intern

Ameritas is a wealth management company seeking a Legal Intern – Financial Planning to assist in developing educational materials for financial advisors. The intern will gain experience in high-level case designs, financial planning solutions, and marketing copy creation.

Financial ServicesInsurance

Responsibilities

Assist in the preparation of high-level case designs for business, estate, and retirement planning cases

Support the creation financial planning solutions using advanced strategies, including trusts and charitable strategies

Create marketing copy for concepts based upon new tax and legal developments

Submit and monitor content through Ad Review

Create quarterly production reports

Update existing plans and cases

Provide general support to the Advanced Planning team

Qualification

Legal researchFinancial planningTax planningTrustsInquisitive natureWritten communicationVerbal communicationRelationship buildingInitiative

Required

Must be a second or third-year law student

Candidates must be enrolled in a law program, at least half-time as defined by their institution for the entire duration of the internship

Ability to commit to a 12-month internship working full-time in the summer and part-time during the school year

Full-time hours: 30-40 hours per week

Part-time hours: 15-20 hours per week

Strong written and verbal communication skills

An interest in tax, trusts, estate planning and/or financial planning

Possess the ability to work autonomously and, when presented with an unknown, motivated to do one's own research to find the answer or solution

Inquisitive in nature, eager to learn and willing to take initiative

Capable of writing accurately about the business

Possess strong relationship building skills

Benefits

Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.

Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.

We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.